Mapping the Future: Turning Financial Conversations into Action with Adam Holt

In this episode, Jack Sharry talks with Adam Holt, CEO and Founder of Asset-Map. Adam was a financial planner frustrated by financial planning. The long, research-packed reports he prepared for client meetings didn't engage clients or provide clarity. Adam realized that to serve clients better, he needed to help them focus on what matters most, making good financial decisions so they could reach their goals. This mindset led him to found Asset-Map.

Adam discusses how visualizing goals drives meaningful financial actions. He also highlights how financial advisors can prepare for major shifts in wealth transfer and client expectations in a tech-enabled era. From the great wealth transfer to the importance of engaging multi-generational households, Adam sheds light on how tools like Asset-Map can help advisors deepen client relationships and simplify financial planning.

In this episode:

• [01:12] - Adam's background and the inspiration behind Asset-Map
• [05:03] - How Asset-Map works
• [08:21] - How Asset-Map integrates with other financial planning tools
• [13:00] - The role of AI in financial planning
• [16:32] - The great wealth transfer
• [19:34] - Asset-Map's global adoption
• [20:57] - Adam's key takeaways
• [22:05] - Adam's interests outside of work

Quotes

[03:47] - "There are a lot of people that have created a significant amount of success. They weren't worried about whether they could meet their retirement goals. They worried about the complexity." ~ Adam Holt

[05:27] - "When you think about financial decisions, what's the most important thing? It's not the finances. It's the people." ~ Adam Holt

[14:23] - "Advisors who start to adopt these tools (technology and AI) and find ways to deliver more of themselves to their customers are going to dominate and gather more assets. They're going to scale, they might have margin compression, and they're going to win long-term." ~ Adam Holt

Links 

• Adam Holt on LinkedIn
• Asset-Map
• eMoney Advisor
• MoneyGuidePro
• Morningstar
• YCharts

Connect with our hosts

• LifeYield
• Jack Sharry on LinkedIn
• Jack Sharry on Twitter

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• LinkedIn
• Twitter
• Facebook